Best Financial Advisors in Rowland Heights, CA

The highest-rated Financial Planning & Wealth Management companies out of 164 vetted & reviewed in the Rowland Heights area.

Melendez Company & Associates

Melendez Company & Associates

(4)
“He delivered the return very quickly, and we wrapped up with a consultative session to answer final questions, and a few tips on how to better prep for our taxes next year.”
In Business Since 1982
Accepts All Major Credit Cards
Transparent Fees & Pricing
Serving Rowland Heights Area
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Benson Liao Insurance & Financial Center

Benson Liao Insurance & Financial Center

(17)
Products, Services, Advanced Planning
“ Whenever we have a question, a change of doctor quest, or a issue with our credit car payment, we always get fastest response from Jack within a few minutes time,even when we are traveling overseas where there is time difference.”
In Business Since 2002
Licensed
17506 Colima Rd #200, Rowland Heights, CA
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SNG Solutions

SNG Solutions

In Business Since 2021
Serving Rowland Heights Area
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EPA USA

EPA USA

“​ EPA USA Inc. is focused on partnering with financial institutions to create leading solutions for analytics and debt collection as a result of an innovative, committed and customer-focused culture.”
In Business Since 2019
18472 Colima Rd #202 E, Rowland Heights, CA
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Figueroa & Co

Figueroa & Co

(16)
Payroll Services, Incorporation Services, Small Business Accounting
“When I told him I am moving out of the country in 2013, he actually spent extra time and gave me tax saving advice regarding the relocating free of charge.”
In Business Since 2017
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
Free Initial Consultation
338 S Rosemead Blvd #4953, Pasadena, CA
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James F. Hundshamer, Certified Public Accountant

James F. Hundshamer, Certified Public Accountant

(3)
Services For Individuals, Business Services, Tax Services
“They do an excellent job and help me and my business with all of our difficult accounting needs.”
Family Business
Offers Financing Options
In Business Since 1991
Licensed, BBB Rating: A+
223 S Glendora Ave #101, Glendora, CA
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OC Financial Services

OC Financial Services

(6)
Industries, Services For Quickbooks, Tax Services
“Very helpful abnd friendly workers”
Free Initial Consultation
In Business Since 2001
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
2330 W Valencia Dr, Fullerton, CA
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Gonzalez Cpa, A Professional Corporation

Gonzalez Cpa, A Professional Corporation

(14)
  • Team
“Wesley is extremely knowledgeable when it comes to real estate tax questions and his expertise has not been beat out by any other cpa or tax person i have ever met.”
In Business Since 2005
Licensed, BBB Rating: A+
Transparent Fees & Pricing
17782 17th St #111, Tustin, CA
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Paul Carney CPA

Paul Carney CPA

(30)
  • Knowledge
  • Business
  • Team
“Although this is not Paul's area of expertise, he went out of his way to explain some of the benefits and drawbacks of delaying receiving SS, which was appreciated.”
In Business Since 1998
Accepts All Major Credit Cards
Transparent Fees & Pricing
Free Initial Consultation
148 E Foothill Blvd # 100, Arcadia, CA
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Smartcpa - Anaheim

Smartcpa - Anaheim

(26)
Quality Control, Non Profit Organization, Accounting For Attorneys
“They have some eagle-eyed member of staffs like Fatima and Susana who will help your business cut down losses from fraudulent and unauthorized transactions.”
In Business Since 2007
ATTORNEYS Certified
Free Initial Consultation
Family Business
518 S Brookhurst St Ste 4, Anaheim, CA
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Ameri Tax Service

Ameri Tax Service

(29)
Services For Non-Profits, Planning, Services
“Magolshia was so helpful and nice to talk to she made sure and double checked everything I definitely got mine and my gf's money's worth big returns when we were worried about oweing definitely the right place to go.”
In Business Since 2004
Accepts All Major Credit Cards
Transparent Fees & Pricing
3327 E 7th St, Long Beach, CA
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Pacific Accounting Group

Pacific Accounting Group

(30)
Bookkeeping, Tax Preparation
“Chris did an amazing job with my taxes as well as my family's returns where he quickly pinpointed errors on different documents and effectively completed filing with our best interests in mind.”
Offers Financing Options
In Business Since 2017
Licensed
Accepts All Major Credit Cards
80 S Lake Ave Suite 640, Pasadena, CA
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Sense Financial Services

Sense Financial Services

(30)
  • Real Estate Investor
  • Research
  • IRA
“I would strongly recommend the Sense Financials to anyone who is interested in managing her/his own IRA as Dimitry and his colleagues are the experts in this field.”
In Business Since 2011
Transparent Fees & Pricing
155 N Riverview Dr #100, Anaheim, CA
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Montue, Woodard & Associates

Montue, Woodard & Associates

(30)
Financial Planning, Bookkeeping, Individuals
“This company is the Very best, they are Professionals in every sense of the word, the Office staff is friendly and knowledgeable, they help You understand the entire process and are always willing to answer any questions that You may have, and Ted i...”
In Business Since 2009
Accepts All Major Credit Cards
784 Redondo Ave, Long Beach, CA
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Ayoub & Associates CPA Firm

Ayoub & Associates CPA Firm

(19)
Business Service, Individual Service
“I had a bad year financially, I had put taxes aside and was just worried about what the damage would be, turned out I was way ahead because I followed his advice, setup numerous things he told me to do, and when everything was said & done, I ended up...”
In Business Since 2012
Licensed, BBB Rating: A+
Accepts Cash
4218 Green River Rd, Corona, CA
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Five Star Bookkeeping and Taxes

Five Star Bookkeeping and Taxes

(7)
Business Tax Returns, Payroll Services, Bookkeeping
“My wife and I are very pleased with their services.”
In Business Since 2012
Licensed, BBB Rating: A
5446 Riverside Dr, Chino, CA
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XOA Tax, CPA & Accounting Firm

XOA Tax, CPA & Accounting Firm

(22)
Business Clients, Private Clients, Individual Tax Preparation
“As an Amazon seller, it was my responsibility to determine how much money I needed to send to my accountant each quarter in order to pay them off and minimize Amazon fees.”
In Business Since 2020
Free Initial Consultation
Serving Rowland Heights Area
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Fathy & Associates

Fathy & Associates

(1)
“They are fast too - staying on top of what documents you need - everything gets done in a timely manner.”
In Business Since 2004
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Free Initial Consultation
100 N Citrus St #325, West Covina, CA
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Calvary Tax Service

Calvary Tax Service

(4)
“) Following Jim's passing the staff at Calvary have continued providing the highly professional tax preparation services I've come to expect while maintaining a warn, and friendly environment!”
In Business Since 2012
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
Coupons & Offers
1135 E Rte 66 #108, Glendora, CA
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The Agency

The Agency

(23)
  • Matter
  • Call
  • Family
“Alfred has been working with me for the passed 8 years putting me on track with finances and Tax preparation… Today I have a credit score of 775 and every year does a wonderful job on my Taxes helping me get that much closer to owning my own home .”
10+ Years Experience
Free Initial Consultation
1315 W Covina Pkwy, West Covina, CA
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Liberty Debt Relief

Liberty Debt Relief

(18)
Private Student Loans, Debt Consolidation
“I ended up not being able to get a loan through them which is fine I had a feeling however he helped me figure out other options that I ended up going with if I ever need his help in the future I will be going to him.”
In Business Since 2015
Free Initial Consultation
City Tower, 333 City Blvd W 17th FL, Orange, CA
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Ayoub, Sidhum & Co.

Ayoub, Sidhum & Co.

(2)
“I've also called a few times before coming in to make sure I have everything I need (5+ times) which I'm sure is probably time consuming during the tax season but when someone answers they are always willing to help with an upbeat reaction.”
In Business Since 2011
Licensed, BBB Rating: A+
Accepts Cash
Free Initial Consultation
4218 Green River Rd, Corona, CA
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Tandy Consulting

Tandy Consulting

(10)
Workers' Compensation Insurance, Payroll Services, Tax Services
“With covid restrictions, Travis adjusted by offering an extremely simple process of detailed phone calls/emails which included step by step instructions, a very user friendly internet interface that ensured all my personal and LLC business documents...”
Free Initial Consultation
In Business Since 2017
Accepts All Major Credit Cards
Transparent Fees & Pricing
Serving Rowland Heights Area
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Accounting & Tax Solutions

Accounting & Tax Solutions

(18)
Tax Liens, Back Taxes, Tax Services
“When I called Accounting & Tax Solutions in 2009 My Company was being audited by every agency known, my problems were created by my prior accountant who had given me bad advice for a long time, who had cost me more in late fees and penalties for late...”
In Business Since 2001
Licensed
Accepts All Major Credit Cards, Check
Serving Rowland Heights Area
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Retirement Planning and Investment Management Services in Rowland Heights, CA Cost Estimates

Minimum cost
$1026
Maximum cost
$8720
National Average
$3078
Avg Per Hour Rates
$308
$2052
$5642
Fair price range is based on 500 cost profiles
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Average Cost $3078
Minimum cost $1026
Maximum cost $8720
Avg Per Hour Rates $308

Fair range $2052 to $5642 is based on 500 cost profiles.

Why these companies made our list

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